Liana Carvalho - Sun Life Financial Advisor

Huntley O'Hagan Financial PLNG, located in Waterloo, Ontario, is a financial planning firm established in the early 2000s. The company has undergone several iterations over the years, focusing on providing personalized financial advice and planning services to its clients. With a history that spans over two decades, the firm has evolved its online presence, adapting its services to meet the changing needs of its clientele. Currently, they are known for their expertise in financial planning, were formerly associated with Paul Huntley and Larry O'Hagan, and have recently included Whitney Brubacher as part of their advisory team. Generated from the website

CIBC Wood Gundy, located in Waterloo, Ontario, offers expert advice and exceptional service in the field of financial planning and investment. Clients can access a range of services including portfolio management, wealth planning, and high-interest savings accounts. With a focus on personalized solutions, CIBC Wood Gundy provides access to markets and research insights to help clients make informed investment decisions. The company also offers resources for retirement planning, education funding, and buying real estate properties. Through its Private Wealth division, CIBC Wood Gundy caters to individuals seeking tailored financial strategies and investment opportunities. The company is committed to supporting its clients in achieving their financial goals and enhancing their overall wealth management experience. Generated from the website content